Implementation Checklist

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Contents

Pre-Installation Steps
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Hardware Implementation

Open checkbox.JPG Server computer that meets the System Recommendations
Open checkbox.JPG Set monitor resolution to at least 1024x768
Open checkbox.JPG Reliable internet access to download installer
Open checkbox.JPG Operating system is updated with latest service packs and updates

QuickBooks Integration

Open checkbox.JPG Install a Supported Version of QuickBooks on the same computer as the Fishbowl server
Open checkbox.JPG Enable class tracking in QuickBooks if applicable
Open checkbox.JPG Decide how frequently you will export information to QuickBooks
Open checkbox.JPG Verify that all data in QuickBooks is accurate and make any needed changes
Open checkbox.JPG Login to QuickBooks as Admin and switch to single user mode
Open checkbox.JPG Print instructions for integration from Fishbowl’s accounting configuration

Install Fishbowl
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Installation

Open checkbox.JPG Download the installer to install the latest version of Fishbowl
Open checkbox.JPG Select "Server with Client" to install on server or Client Only on all other workstations
Open checkbox.JPG Create a new Fishbowl Database
Open checkbox.JPG Start Fishbowl Server and Client. Use the client to login (username & password = admin)

Company Set-Up

Open checkbox.JPG Determine the number of workstations the Fishbowl client will be running on
Open checkbox.JPG Determine how many people will have access to Fishbowl
Open checkbox.JPG Configure users, user groups, and access rights for Fishbowl modules
Open checkbox.JPG Set appropriate payment terms for your customers
Open checkbox.JPG Determine how many locations you have and set up appropriate warehouses
Open checkbox.JPG Determine the functionality of each needed location and configure appropriately
Open checkbox.JPG Enable class tracking in Fishbowl if applicable
Open checkbox.JPG Assign locations to proper location groups
Open checkbox.JPG Determine if you will need a Product Tree (to apply pricing changes by category)
Open checkbox.JPG Create classes as needed (Location, Enterprise or Type of Product)
Open checkbox.JPG Determine if you will use serial numbers, expiration dates, or other tracking
Open checkbox.JPG Determine if you need to create any custom fields
Open checkbox.JPG Determine which units of measure (and conversions) you will need
Open checkbox.JPG Restart Fishbowl server and Fishbowl client
Open checkbox.JPG Create a scheduled database backup in the Small.Schedule.png Schedule module
Open checkbox.JPG Select a Payment Gateway.

Post-Installation Steps
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Create Inventory Locations & Units of Measures

Open checkbox.JPG Complete the initial startup wizard in Fishbowl and enter appropriate data
Open checkbox.JPG Set up needed location groups
Open checkbox.JPG Set up needed locations, delete any that are unused
Open checkbox.JPG Enter applicable units of measure
Open checkbox.JPG Enter unit of measure conversions as needed
Open checkbox.JPG Edit information on carriers that are applicable and add needed vendors
Open checkbox.JPG Enter new terms offered to customers and by vendors
Open checkbox.JPG Add company logo to be used on Fishbowl reports

Integrating with an accounting system

Open checkbox.JPG Set up or modify payment terms
Open checkbox.JPG Go to accounting module to and select an accounting integration
Open checkbox.JPG Enable class tracking within QuickBooks if applicable
Open checkbox.JPG Bring in company information if applicable
Open checkbox.JPG Bring in inventory items if applicable
Open checkbox.JPG Bring in vendor (supplier) information if applicable
Open checkbox.JPG Bring in customer information if applicable
Open checkbox.JPG Set the Small.Accounting.png Accounting module options

Import data into Fishbowl

Open checkbox.JPG Review the CSV Imports and Exports that are available in Fishbowl. Data can be entered manually, imported from QuickBooks, or imported from Excel/CSV.
Open checkbox.JPG Export the CSV templates and follow the instructions to import data into Fishbowl.

Assign Individual Parts to Locations

Open checkbox.JPG Assign individual parts to locations
Open checkbox.JPG Move parts to their locations using the Inventory Move Import
Open checkbox.JPG Make sure the spreadsheets are formatted correctly
Open checkbox.JPG Verify inventory quantities and make needed changes

Set up User Groups and Access Rights

Open checkbox.JPG Create new user groups
Open checkbox.JPG Assign user group rights
Open checkbox.JPG Create new users and enter passwords
Open checkbox.JPG Assign users to user groups

Enter Tax Information

Open checkbox.JPG Add tax agencies
Open checkbox.JPG Add tax rates
Open checkbox.JPG Assign the classes you are going to use (Location, Enterprise or Type of Product)

Create a bill of materials

Open checkbox.JPG (Option 1) Create a bill of materials
Open checkbox.JPG (Option 2) Import a bill of materials using the Bill of Materials import.
Open checkbox.JPG Set the Auto Create option where applicable

Purchasing Module Group

Open checkbox.JPG Update vendor information
Open checkbox.JPG Enter information on parts purchased from vendors
Open checkbox.JPG Review the module options for each module in the Purchasing group

Refine the Materials Module Group

Open checkbox.JPG Make sure all parts are entered into Fishbowl
Open checkbox.JPG Use the Part import to update multiple parts
Open checkbox.JPG Make sure all parts are properly classified under the Details tab
Open checkbox.JPG Enter in any defined custom fields you might use
Open checkbox.JPG Check any options that will be applicable for each part
Open checkbox.JPG Associate each part with the vendors that sell it
Open checkbox.JPG If applicable, set the default vendor for each part.
Open checkbox.JPG Import pictures if you are going to use that feature on various parts and products
Open checkbox.JPG Assign default locations for each part
Open checkbox.JPG Review the module options for each module in the Materials group

Go to the Sales Module Group

Open checkbox.JPG Create needed customer groups in the customer module
Open checkbox.JPG Assign customers to groups under the groups tab
Open checkbox.JPG Assign default salesperson to manage customer accounts
Open checkbox.JPG Set up needed pricing rules on a customer, customer group, or product basis
Open checkbox.JPG Set up any discounts that are used
Open checkbox.JPG Review the module options for each module in the Sales group

Fishbowl Reports

Open checkbox.JPG Open the Small.Reports.png Reports module in the General group
Open checkbox.JPG Verify that reports information is accurate
Open checkbox.JPG Contact Fishbowl reports team for any report modifications or custom reports
Open checkbox.JPG Review the Small.Reports.png Reports module options
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